Meghan Swiber

Meghan Swiber, a Senior U.S. rates strategist at Bank of America, discusses the evolving landscape of the U.S. Treasury market. She explains why long-term Treasury bond yields have risen recently, raising concerns about their perceived safety. Swiber offers insights on navigating volatility in assets typically viewed as low-risk and how inflation affects investor demand. Additionally, she emphasizes the implications of these shifts for portfolios during times of economic uncertainty, providing a nuanced view of Treasury securities today.

Former Chief Investment Strategist at Bridgewater Associates, Director of US Rates Strategy at Bank of America, and Founder at The Bear Traps Report discuss Fed rate cuts, job market dynamics, and investment strategies. They delve into fixed income investments, passive investing risks, and the impact of Elon Musk's Twitter activity. Also, they explore AI content creation concerns and medical breakthroughs in cancer drugs and dementia.

Meghan Swiber, Senior U.S. rates strategist at Bank of America Securities, shares her insights on the shifting landscape of U.S. rates. She explores the potential move away from the federal funds rate as the policy target and highlights BofA's hawkish outlook amidst recent economic uncertainties. Swiber also delves into Treasury issuance strategies, discussing the implications for long-term rates and the tension surrounding the Federal Reserve's balance sheet. Her analysis offers a fresh perspective on how macroeconomic factors could influence future rate decisions.